GREY:XEBEQ - Post by User
Post by
kulewateron Nov 09, 2021 4:49pm
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Post# 34106874
Progress not Perfection..
Progress not Perfection.. Is what we need from Q3.
No surprises would help communicate that management has a good command of its numbers moving forward and that there wont be any surprises. ERP systems and aggregating business intelligence from the acquisitions will continue to optimize operations and provide economies of scale with regards to purchasing and assembly.
A few additional notes:
- If acquire 5x the production capacity if you sure better have demand to utilize it. I expect an expanded backlog.
- If you are ramping up production on your flagship differentiator you best have the cost profile sorted out within required margins. I expect normalized margins for Q3 and beyond.
- If you are setting output to exceed current fiscal revenue run-rate by 200% it would be good to provide a positive, yet realistic outlook with orders to back it up.
2021Q3 is monumental, but 2022Q1 needs to be transformational.
I believe Kurt and team will deliver and pleasantly surprise along the way. Looking forward to the numbers and the future here.
Still adding on the regular..